Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

Our Real Return team considers the investment implications of higher inflation and a central-bank regime shift.

Seeking out structural growth opportunities against an evolving backdrop.

Can India emulate China's recent growth?

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

Inflationary pressures and China-related concerns dented an improving picture during the third quarter.

Navigating the new tech cold war: unearthing long-term growth from the US/China tech race.

We unpick the cosy consensus on inflation.

Watch now: We discuss the current outlook and the future of income from charity portfolios.

Optimism and recovery dominated investor sentiment during a quarter in which the inflation debate remained centre stage.

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Government-bond investors experienced a brutal three months as worries over the outlook for inflation continued to grow.

We look at recent academic work that underpins the effectiveness of global equity-income investing

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

While Covid-19 meant that new-year fireworks celebrations were scaled back, markets saw some pyrotechnics during 2020’s final quarter.

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’.

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

We discuss the outlook for UK equities.

We discuss the outlook for the precious metal.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

The importance of thematic investing: Part one

We discuss the key findings from our 2020 Charity Investment Survey

We discuss the initial findings from our 2020 Charity Investment Survey on how the pandemic has affected charities.